NELSON CAPITAL MANAGEMENT, LLC – Transaction History
NELSON CAPITAL MANAGEMENT, LLC portfolio value:
$671,000
portfolio value
NELSON CAPITAL MANAGEMENT, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.27% | -806 shares | -105K | $28.13 | 23.86K |
| Q2 2022 | share | Decrease | -0.70% | -174 shares | -136K | $31.45 | 24.67K |
| Q1 2022 | share | Decrease | -1.53% | -386 shares | -69K | $36.72 | 24.84K |
| Q4 2021 | share | Increase | +0.14% | 36 shares | 6K | $38.93 | 25.23K |
| Q3 2021 | share | Decrease | -6.09% | -1.63K shares | -83K | $38.7 | 25.19K |
| Q2 2021 | share | 0.00% | 0 shares | 49K | $39.45 | 26.83K | |
| Q1 2021 | share | Decrease | -13.24% | -4.09K shares | -105K | $37.3 | 26.83K |
| Q4 2020 | share | Decrease | -52.50% | -34.17K shares | -930K | $35.7 | 30.92K |
| Q3 2020 | share | Decrease | -1.16% | -761 shares | 85K | $30.69 | 65.09K |
| Q2 2020 | share | Increase | 0.00% | 65.85K shares | 1.95M | $29.08 | 65.85K |